Supports capital markets business development through Salesforce data management, lead generation, client and prospect communications, marketing events, roadshows, conferences, client portal creation, management reporting, compliance activities, and administrative coordination. The role also assists with meeting follow-up, information requests, travel bookings, and expense tracking across Canadian and North American operations.
As an Analyst / Associate, you will play a key role within the Capital Markets team at our location in Toronto, Canada!
Your Responsibilities
- Management of SalesForce data to ensure timely execution of marketing activities such as delivery of White Papers, Fund Updates and new fund launches to interested parties;
- Coordination of marketing events targeted at key clients and prospects such as an Annual Holiday Cocktail and Informational Luncheons etc.;
- Lead generation in new market segments i.e. pension funds under $1 billion in AUM, family offices;
- Assistance in the planning and execution of Cross-Country Roadshows when Portfolio Managers, key executives and Founder across the Americas.
- Assistance with meeting follow-up and coordination of specific information requests with Products Team located in London and Augsburg. Attendence within meetings where appropriate or applicable.
- Coordination of Management Reporting for the Canadian operation primarily through SalesForce;
- Creation of Client Portals for key prospects and relevant Canadian consultant firms;
- Attendance with Head of Capital Markets at local conferences and industry events to source new leads for PATRIZIA;
- Assistance in the day-to-day compliance activities and management of PATRIZIA’s North American regulatory structure;
- Assistance with administrative duties such as travel bookings and expense tracking
What we look for
- Business degree, MBA or demonstratable prior experience
- For those without prior experience, the need to complete the relevant, required industry qualifications and registration with relevant regulatory bodies for both Canada and the United States are imperative
- Strong computer and analytical skills;
- Microsoft Office, PowerPoint, Excel, Python etc.
- Strong knowledge of SalesForce and Seismic are a definite asset.
- Strong interpersonal skills, with the ability to collaborate effectively and build meaningful connections.
- Excellent presentation skills and being a self-starter.
- Working knowledge of German language would be considered an asset
- You like to work in a dynamic and purpose-led environment
- You're ready to take on responsibility and make a positive impact
- You're motivated by continuous improvement, eager to adapt and try new things, including travel
What we offer
- Flexible working: A hybrid working model with an average of two remote working days per week*
- Personal Development: Extensive internal training and development opportunities via our PATRIZIA Academy
- International & inclusive environment: An inclusive, equal-opportunity workplace within an international company, actively promoted by our ED&I Council
- Time for social engagement: Two additional days’ holiday, e.g. for projects run by our PATRIZIA Foundation
- Strong community spirit: Active employee initiatives and networks
Sounds like you?
If you want to create a better tomorrow with us, we want to hear from you via our job portal (www.patrizia.ag/career). Together, let's make a positive impact.
We’re proud to be an equal opportunity workplace.
At PATRIZIA, we are committed to leading the industry in how we advance the equity, diversity and inclusion of our global teams. The opinion and experience of each individual counts. With inherent trust in each other, we do our greatest work steeped in courage, integrity, optimism and tenacity.
PATRIZIA Canada Institutional Clients & Advisory Inc. | Human Resources
333 Bay Street | Toronto, ON M5H 2S7 | +44 20 45924-694 | www.patrizia.ag
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